Videos-Retirement — Retirement POWr

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Lesson 1

In this lesson we will discuss the challenges faced when attempting to find the "perfect" investment or product for retirement savings.

Lesson 2

This lesson focuses on how to be tax wise during retirement by becoming better tax diversified.

Lesson 3

Learn how to transfer savings from employer provided 401k or other retirement plans with an IRA rollover.

Lesson 4

Being tax wise during retirement requires understanding how Social Security benefits are taxed.

Lesson 5

Watch a brief case study illustrating how annuities to add greater certainty to retirement income.

Lesson 6

Indexed annuities can help grow savings when markets are up, while protecting against market losses.

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